Remote Client Concierge & CRM Specialist

Assetara Limited; Chicago (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Chicago-based team as a remote role within the Assetara platform. This position focuses on client communication, CRM administration, and support services, and is not a regulated financial broker or advisor.

The role emphasizes concierge client support, platform navigation assistance, and strict adherence to security and compliance guidelines.

Qualifications

• Strong professional client communication.
• Experience with CRM systems and documenting client notes.
• Proven ability to work remotely with discipline.
• Strict confidentiality and data-protection awareness.

Responsibilities

• Provide professional, warm, concise client communication within Assetara workspace and approved tools.
• Deliver concierge support with scheduled client calls and platform navigation help.
• Manage unread client threads, SLA compliance, and proactive outreach to clients.
• Maintain accurate client notes in the CRM, avoiding unnecessary personal data.
• Identify and escalate red flags, complaints, or compliance issues according to rules.

Skills

Client communication

CRM administration

Remote work discipline

Compliance awareness

Job description

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Chicago-based team as a remote role within the Assetara platform. This position focuses on client communication, CRM administration, and support services, and is not a regulated financial broker or advisor.

The role emphasizes concierge client support, platform navigation assistance, and strict adherence to security and compliance guidelines.